Services
M&A and Transaction Services
Mergers and acquisitions (M&A) is relied upon as a core growth strategy. But transactions often fail to meet expectations. The reasons are numerous. Due diligence efforts only focus on financial, legal, and tax analysis. Signs of operational health are overlooked in due diligence. Integration planning lacks urgency or is oversimplified. Moving beyond the financials to perform due diligence that is targeted at operations, IT, etc, can reveal deal points, risks and clear opportunities for post-merger performance and process improvement.
Solutions
MorganFranklin delivers enterprise due diligence and post-merger integration support by combining finance and accounting, operations and management, and technology expertise. To support due diligence efforts and maintain integration synergy, we help clients develop a clear picture of the value drivers and integration risks earlier in the deal life cycle - something that is often lost in the race to close. We also help clients develop plans to quickly integrate core operations and eliminate integration roadblocks.
Our capabilities
Transaction Readiness
- Assessment of strategy
- Valuation modeling
- Financial, operational, and IT due diligence
- Transaction structuring, negotiation, and contract assistance
- Transaction closing compliance requirements
Integration Planning
- Technology and process flows
- Resource evaluation and requirements analysis
- Financial and regulatory reporting compliance
Post-Merger Integration
- Project management leadership
- Finance and accounting integration
- Systems integration and consolidation
- Operational rationalization execution
- Post-transaction performance health checks
- Reconciliation of purchase price disputes and accounting issues
- Liaison with auditors, management, and stakeholders
